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Available Online
Financial Checkup
Conducting a personal financial checkup on an annual basis or after a major life event.
- 2 hr2 hours
- $165 / Hour$165 / Hour
- Online
Service Description
A financial checkup is a systematic look at the complete state of your finances. It can be useful to perform a financial checkup annually and after any major life event, such as a marriage, divorce, birth, or death. Your checkup should include your superannuation and other savings, your debts, your estate plan, and your insurance coverage, among other topics. To begin with, review any major changes in your life that have taken place since your last financial checkup. Have you changed jobs, gotten married or divorced, welcomed a new family member, received an inheritance, bought a home, moved, or retired?
Contact Details
+61413892531
sean@careadviser.com.au
Australia
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